$23 Million is the total value of MILLER GREEN FINANCIAL SERVICES INC /ADV's 4 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | New | EXXON MOBIL CORP | $9,820,000 | – | 118,701 | +100.0% | 42.77% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $9,751,000 | – | 56,806 | +100.0% | 42.47% | – |
| BX | New | BLACKSTONE GROUP L P | $2,509,000 | – | 78,000 | +100.0% | 10.93% | – |
| AAPL | New | APPLE INC | $879,000 | – | 4,750 | +100.0% | 3.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 3 | Q4 2018 | 47.4% |
| EXXON MOBIL CORP | 3 | Q4 2018 | 42.8% |
| BLACKSTONE GROUP L P | 3 | Q4 2018 | 16.2% |
| APPLE INC | 3 | Q4 2018 | 5.0% |
View MILLER GREEN FINANCIAL SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-14 |
| 13F-HR/A | 2018-10-10 |
| 13F-HR | 2018-10-09 |
| 13F-HR | 2018-07-12 |
| 13F-NT | 2018-05-15 |
| 13F-NT | 2018-02-15 |
| 13F-NT | 2017-10-23 |
| 13F-NT | 2017-07-13 |
| 13F-NT | 2017-04-20 |
| 13F-NT | 2017-01-24 |
View MILLER GREEN FINANCIAL SERVICES INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.